Conrad Capital Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
1300 Veterans Hwy Ste 230, Hauppauge, Ne...Phone Number
(631) 439-7878Website
www.conradcapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
4
1
1
1
About Conrad Capital Management
Conrad Capital Management (CCM) is an independent Registered Investment Advisory firm based in Hauppauge, New York, specializing in personalized financial advice and complex portfolio management for both institutional and individual investors. Founded by Donald E. Conrad, the firm focuses on retirement planning, asset management, and alternative investments, ensuring a fiduciary duty to act in the best interest of its clients. With a commitment to customized strategies, CCM emphasizes strong personal relationships and ongoing interactions to align investment solutions with client objectives. The firm operates on a fee-based model, promoting transparency and aligning its success with that of its clients.Explore more
Conrad Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Conrad Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Conrad Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Conrad Capital Management.
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Conrad Capital Management (CCM) is an independent Registered Investment Advisory firm based in Hauppauge, New York, specializing in personalized financial advice and complex portfolio management for both institutional and individual investors. Founded by Donald E. Conrad, the firm focuses on retirement planning, asset management, and alternative in... Read More
